Define Mobile Work Order Integration

Explanation

This activity is used to define the integration between surveys (in IFS Human Resources) and mobile work orders (in IFS Mobile Work Order). A survey, also referred to as a questionnaire on the mobile device, will be made available at one or more stages of the mobile work order flow based on your settings. Following is a list of the stages in the work order flow where a survey can be triggered:

• Work order statuses - You can define the survey to be triggered when a work order is accepted, on route, on site, rejected, set on hold, suspended or when a revisit request is created for the work order.
• Work order completion process - You can define the survey to be triggered before completing the work order or after the work order is completed.
• Work order - The Work Order stage can be used for work order specific surveys that are not linked to an event, but can be answered at any time. These surveys are available under the list of work order actions on your Mobile device.
• Employee - The Employee stage can be used for surveys that are not directly linked to an event, but can be answered at any time. These surveys will be connected to your employee and available on the eForm screen on your Mobile device.
• Child Survey - The Child Survey stage can be used for surveys that are not directly linked to an event but can be answered as a child survey which will be triggered together with its parent survey.

Once the details are registered in WO Integrations , the survey will be transferred to the relevant mobile device during synchronization. Note: surveys are transferred to the mobile device of all participants as part of a batch sync.

Prerequisites

• The survey should be set up with relevant information.
• Work order related data that is to be connected to the survey should be defined. For instance, equipment objects, maintenance organization, maintenance priority etc.

System Effects

As a result of this activity, the survey is integrated with a certain stage of the mobile work order flow and can be published to the mobile device.

Window

Survey

Related Window Descriptions

Survey
Survey/WO Integration

Procedure

1. Open the Survey window.
2. Query or populate to find the relevant survey.
3. Click the WO Integration tab and create a new record.
4. In the Company field, select the suitable company from the drop down list.
5. In the WO Site field, enter the site for which the survey is to be valid.
6. In the Rank field, enter the rank to be executed the questionnaire in the mobile device.
7. In the Mobile Workflow field, select the relevant stage in the workflow where the survey is to be filled.
8. If you want the Introduction text and the ending text to be appear in mobile device, select Show Introduction and Show Ending Text check boxes.
9. If you want the survey to be answered from the beginning, when answering again, select Always Start as New check box.
10. If you want the survey to be answered once, select Answer Once check box.
11. If you want the survey to be answered partly and complete the rest later, select Temp. Save check box.
12. If you want already entered answers or suggested answers to be filled in automatically while running through the survey, select Auto Save check box.
13. If you want the survey to be looped, select Loop Survey check box with a Loop Text.
14. Optionally, enter additional data to narrow down the instances in which the survey is to be used. For example, enter the maintenance priority or object, if the survey is to be used for a certain priority or object.
15. Save the record.